TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$763 ﹤0.01%
16
-5
502
$761 ﹤0.01%
11
-54
503
$736 ﹤0.01%
25
504
$733 ﹤0.01%
+15
505
$731 ﹤0.01%
+60
506
$707 ﹤0.01%
+5
507
$694 ﹤0.01%
32
508
$688 ﹤0.01%
28
-132
509
$688 ﹤0.01%
+11
510
$688 ﹤0.01%
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511
$684 ﹤0.01%
+9
512
$682 ﹤0.01%
+8
513
$678 ﹤0.01%
+28
514
$664 ﹤0.01%
+14
515
$659 ﹤0.01%
+5
516
$651 ﹤0.01%
+3
517
$645 ﹤0.01%
+2
518
$619 ﹤0.01%
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519
$617 ﹤0.01%
30
+7
520
$616 ﹤0.01%
14
521
$609 ﹤0.01%
+12
522
$608 ﹤0.01%
16
523
$602 ﹤0.01%
66
524
$592 ﹤0.01%
16
525
$589 ﹤0.01%
+12
19 20
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